Professional Financial Management, Inc.
Professional Financial Management, Inc. (CRD# 154016) is a financial advisory firm headquartered in Appleton, WI. They manage $94,373,607 in 667 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management94MILLION
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Total Number of Accounts667ACCOUNTS
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Average Account Value$141,490
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX, WI
Kirt Rezek (CRD# 3209093) is an Investment Advisor Representative working at Professional Financial Management, Inc. in Appleton, WI and has over 14 years of experience in the finance industry.
Donald Swain (CRD# 5619107) is an Investment Advisor Representative working at Professional Financial Management, Inc. in Little Chute, WI and has over 10 years of experience in the finance industry.
As Partner and Chief Investment Officer, Donald designs, evaluates, and directs all aspects of the firm’s investment programs, while incorporating risk management, diversification, and return optimization. He monitors the debt and equity markets, focusing on valuations, trends, and macroeconomic indicators. He also oversees the research, evaluation, and selection of investment vehicles and makes decisions to align the investment selections with the organization’s overall investment strategy. Donald is directly responsible for all trading (stocks, bonds, ETFs, and mutual funds), performance reporting, and asset allocation strategy. As Chief Investment Officer, Donald leads the firm’s Investment Committee.
Donald began his investment management career in 2005, after graduating from the University of Wisconsin Oshkosh with a BBA in Finance and Economics. He went on to earn the Chartered Financial Analyst® designation in 2010 and is currently a member of the CFA Society of Milwaukee.
Mark Vanderlinden (CRD# 4539811) is an Investment Advisor Representative working at Professional Financial Management, Inc. in Appleton, WI and has over 21 years of experience in the finance industry.